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Account settings

Each account has its own settings. Open the account from Home, then tap ⋯ (three dots) in the top corner.

What's in an account's settings?​

Banking

  • Transactions: every deposit, withdrawal, trade, dividend and fee, newest first
  • Recurring Deposit: set one up, change it, or stop it. See Deposits and withdrawals
  • Bank Accounts: your linked banks. See Link a bank

Beneficiaries & Contacts

Account Actions

  • Change portfolio and Customize Widgets (below)
Account settings for a Traditional IRA: Banking with Transactions, Recurring Deposit and Bank Accounts; Beneficiaries & Contacts; and Account Actions with Change portfolio and Customize Widgets. The Banking rows are picked out.

Statements and tax forms are in your Document Vault, not here. See Statements and tax forms.

How do I change my portfolio?​

  1. Open Change portfolio. In the account's settings, under Account Actions.
  2. Compare the strategies. Swipe across the five: Income, Conservative, Moderate, Growth and Aggressive. Your current one says Current Strategy.
  3. Choose a new one. Tap Change Strategy, check the change, then tap Confirm Change.
Account settings, with the Change portfolio row under Account Actions picked out.
The Portfolio Strategy sheet, showing the Moderate strategy and its target mix.
Swipe to compare the five strategies.

The new strategy applies to this account only. The change can take a few business days to complete.

How do I choose which cards show on my accounts?​

Tap Customize Widgets in settings. Choose which cards appear at the top of your account screens (Allocation, Performance, Contributions and Exposure) and their order, then tap Apply. Your choice applies to all your accounts.

What's different for a 401(k)?​

A connected 401(k) has a shorter list:

  • Activity: Transactions and Update Contributions
  • Beneficiaries: one list, with no contingent group
  • Account Actions: Management style, Change portfolio (if we manage the plan for you) and Customize Widgets

See Connect your 401(k).

Why don't I see a row?​

  • Recurring Deposit doesn't appear on the accounts used for a backdoor Roth.
  • Some older accounts, not held at Apex Clearing, show a Documents section here instead of using Document Vault.
  • Your spouse's accounts don't offer Change portfolio.

Can't find something? Email support@alooola.com and we'll point you to it.